Fluent Order Management App for Salesforce Service Cloud (SFSC)
Essential knowledge
Author:
Fluent Commerce
Changed on:
25 Oct 2023
Overview
The following guide will take you through how to use/navigate through the Fluent Order management app for Salesforce Service Cloud.
Key points
- Customer Search and View
- Order Search and View
- View Order Details
Customer Search and View
View Customers
- Click on the Fluent Setup drop-down menu and select Fluent Customers.
![No alt provided](https://assets-au-01.kc-usercontent.com:443/fa5d9159-2fd9-02a8-56b2-d058dde7b06b/2de2da03-5cf1-4837-82e5-2be85e574a52/fluent-customers.png?w=3840)
- The All Customers list is displayed with the columns configured using the List Component from the UX Component Library. Some of the columns that can be configured are as below:
- Name
- Phone
- Department
- Country
- User Name
- Ref
![No alt provided](https://assets-au-01.kc-usercontent.com:443/fa5d9159-2fd9-02a8-56b2-d058dde7b06b/93b56b0a-52fc-4342-9011-f34f47462a39/all-customers-list.png?w=3840)
Sort Customers
- Click on the column header to sort the column.
- Click on the dropdown arrow mark to wrap the text in that column.
![No alt provided](https://assets-au-01.kc-usercontent.com:443/fa5d9159-2fd9-02a8-56b2-d058dde7b06b/f077ddf5-f744-4e02-ac92-5f234e2b4a7c/sort-customers.png?w=750)
Filter Customers
- The customer list can be filtered using the following columns:
- First Name
- Last Name
- Phone
![No alt provided](https://assets-au-01.kc-usercontent.com:443/fa5d9159-2fd9-02a8-56b2-d058dde7b06b/afe2dfc6-f8f4-4618-9760-576573992959/filter-customers.png?w=640)
Order Search and View
View Orders
- Click on the Fluent Setup drop-down menu and select Fluent Orders.
![No alt provided](https://assets-au-01.kc-usercontent.com:443/fa5d9159-2fd9-02a8-56b2-d058dde7b06b/affc93a6-1368-4ad8-bbd8-fd359259267a/fluent-order.png?w=3840)
- The All Orders list is displayed with the columns configured using the List Component from the UX Component Library. Some of the columns that can be configured are as below:
- Order #
- Customer Name
- Status of the Order
- Type of Order
- Created Date
- Order Value
![No alt provided](https://assets-au-01.kc-usercontent.com:443/fa5d9159-2fd9-02a8-56b2-d058dde7b06b/912ceca8-b43e-4c76-9e44-58c294dd1fcc/all-orders-list.png?w=3840)
Sort Orders
- Click on the column header to sort the column.
- Click on the dropdown arrow mark to wrap text in that column.
Filter Orders
Orders may be filtered by Attributes or Time Period.
Filter by Attributes
- Orders can be filtered by the following attributes:
- Order Ref
- Type
- Status
- To filter orders by attribute:
- Select the attribute from the drop down.
![No alt provided](https://assets-au-01.kc-usercontent.com:443/fa5d9159-2fd9-02a8-56b2-d058dde7b06b/a5ccfea5-0e30-4484-ae6d-aeba4c9566a0/select-attribute.png?w=3840)
- Enter the relevant value and press the Enter/Return key on your keyboard or click the magnifying glass icon.
![No alt provided](https://assets-au-01.kc-usercontent.com:443/fa5d9159-2fd9-02a8-56b2-d058dde7b06b/c6e14bbe-90a3-4a18-b367-2813f646ae71/relevant-value.png?w=3840)
- To refresh the values in the list, click the Refresh Button.
![No alt provided](https://assets-au-01.kc-usercontent.com:443/fa5d9159-2fd9-02a8-56b2-d058dde7b06b/cbcba3d9-ab24-4e68-9e91-bc766b1ed9c9/refresh-button.png?w=256)
Filter by Time Period
- Click the Filter Icon.
![No alt provided](https://assets-au-01.kc-usercontent.com:443/fa5d9159-2fd9-02a8-56b2-d058dde7b06b/fcdb29a3-0bf4-4980-a5ac-02f1cc104e79/filter-icon.png?w=384)
- The Period Filter screen will open.
![No alt provided](https://assets-au-01.kc-usercontent.com:443/fa5d9159-2fd9-02a8-56b2-d058dde7b06b/2c08e176-1054-439c-98fe-9b24f8be5014/period-filter.png?w=3840)
- There are two options for filtering by time-period:
- All Time: Lists all the orders with no time-period filter.
- Custom: Lists the orders created between the start date and end date.
- Enter your filter options:
- To filter order without time period filter, select the All Time radio button and click the Done button.
- To filter by a custom date range, enter a Start Date and End Date and click the Done button.
![No alt provided](https://assets-au-01.kc-usercontent.com:443/fa5d9159-2fd9-02a8-56b2-d058dde7b06b/4b924030-b3d4-45f1-9a08-c2e6fc860632/filter-options.png?w=3840)
View Order Details
- Click an Order# from the All Orders list
- The Order Details page will display the following information:
![No alt provided](https://assets-au-01.kc-usercontent.com:443/fa5d9159-2fd9-02a8-56b2-d058dde7b06b/06c782f1-e997-4816-bb6a-ea3d8bea4adb/view-order-details.png?w=3840)
- Order Master Details: Type, Status, Created Date, Last Updated Date, Customer Name.
- Order Information: Order Reference, Retailer ID, Retailer Ref, Total Price, Total Tax Amount.
- Fulfillment Choice: Expand this section to display details about the fulfillment and shipping method. Click on the Address to view the location in Google maps.
![No alt provided](https://assets-au-01.kc-usercontent.com:443/fa5d9159-2fd9-02a8-56b2-d058dde7b06b/7e933407-8642-41b8-ab40-484bef5d4f71/fulfillment-choice.png?w=3840)
- Customer Information: To view customer details in a new window, expand the Customer Information section and then click the Customer Name.
- Order Related View: Click on the Related tab to view details related to the order.
![No alt provided](https://assets-au-01.kc-usercontent.com:443/fa5d9159-2fd9-02a8-56b2-d058dde7b06b/407ee1a4-83a2-466b-a711-ca7aa86f6ff3/order-related-tab.png?w=3840)
The Order Related tab displays the following:
- Order Items: This section lists all items in an order. Click the product name to view the product details
![No alt provided](https://assets-au-01.kc-usercontent.com:443/fa5d9159-2fd9-02a8-56b2-d058dde7b06b/9974eee0-88b6-4602-9988-ff431aca00c8/product-name.png?w=3840)
- Fulfilments and Transactions: This section lists all the Fulfilments (or shipments) and transactions associated with the order.
![No alt provided](https://assets-au-01.kc-usercontent.com:443/fa5d9159-2fd9-02a8-56b2-d058dde7b06b/4a3d8041-a609-4b1c-917b-3d48f23af9a2/fulfillments.png?w=3840)